Position in SOLV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$207,980
-$43,210 QoQ
Shares Held
3,185
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Clearstead Advisors, LLC holds $5,048,644 across 16 Medical Instruments & Supplies names. SOLV ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,781 | $2,203,993 | |
| 2 | BDX |
Becton Dickinson & Co
|
8,515 | $1,338,813 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,833 | $710,063 | |
| 4 | ALGN |
Align Technology Inc
|
1,279 | $219,258 | |
| 5 | SOLV |
Solventum Corp
This page
|
3,185 | $207,980 | |
| 6 | RGEN |
Repligen Corp
|
1,000 | $117,820 | |
| 7 | COO |
Cooper Companies, Inc.
|
1,325 | $94,737 | |
| 8 | ATR |
Aptargroup, Inc.
|
396 | $49,903 |
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,980 | 3,185 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251,190 | 3,170 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $251,996 | 3,452 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $285,916 | 3,770 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $264,010 | 3,472 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $205,578 | 3,112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $296,867 | 4,258 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $243,459 | 4,604 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $344,968 | 4,960 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||